401(k) · DOL Form 5500 · 2023

Case Management, Inc. 401(k) Plan

Data updated 2026-08-25

$532K
Total assets Small plan by assets
92
Participants Small participant base
18th
Percentile by assets National rank
$5,778
Avg per participant Low balance/head
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Official DOL plan name: Case Management, Inc. Retirement Plan · Sponsored by Case Management, Inc. · Tennessee · Healthcare & Social Assistance

$532K in assets, 92 participants

Case Management, Inc.'s Case Management, Inc. Retirement Plan reported $532K in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 18th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,433 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Case Management, Inc. Retirement Plan grew at a solid clip 8.9% in 2023 ($488K → $532K) for 92 participants.

#2,433
in Healthcare & Social Assistance (17,684 peers)
+8.9%
assets growth YoY

Case Management, Inc. Retirement Plan among the smaller filed plans by assets

Case Management, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$531,588 18th percentile higher than 18% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Case Management, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Case Management, Inc. Retirement Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Case Management, Inc. Retirement Plan reported net income rose from -$95K in the plan year 2022 filing to $43K in the plan year 2023 filing.
  • Case Management, Inc. Retirement Plan reported participants fell from 102 in the plan year 2022 filing to 92 in the plan year 2023 filing.
  • Case Management, Inc. Retirement Plan end-of-year assets rose from $488K in the plan year 2022 filing to $532K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 621434530 · Case Management, Inc. PY 2023 · 401(k)

Case Management, Inc. Retirement Plan · $532K · 92 · 18th

  • BOY $532K
  • SCH 92
  • EBSA 18th
  • PART 401(k)
  • TYPE near Eastland Investments, Inc. 401(k) Plan
  • NET ind #2433

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Tennessee →

Case Management, Inc. Retirement Plan in the asset neighbourhood

Case Management, Inc. Retirement PlanCase Management, Inc. Retire…$532KEastland Investments, Inc. 401(k) PlanEastland Investments, Inc. 4…$532KPreferred Lending Solutions Ll 401(k) Profit Sharing Plan & TrustPreferred Lending Solutions …$532KMvp Family Enterprises, Inc. 401 (K) Profit Sharing PlanMvp Family Enterprises, Inc.…$532KNorcal Harvesting, LLC 401(k) PlanNorcal Harvesting, LLC 401(k…$531K
End-of-year total assets ($M) among Case Management, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Case Management, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Case Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$532K 8.857908144459097% vs 2022
2023 filing year
$0.48M$0.5M$0.52M$0.54M 20222023 $0.49M $0.53M ▲ +8.2%
Year Plans Participants Total Assets
2022 1 102 $488K
2023 1 92 $532K

2023 asset-move particulars

Total Assets (Beginning of Year)$488K
Net Assets (End of Year)$532K
Net Income$43K
Employer EIN621434530
Plan Effective Date2009-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Case Management, Inc. Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Case Management, Inc. Retirement Plan, Total assets ($B): 0.000531588 · Participants: 92Case Management, Inc. Retirement PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Case Management, Inc. Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Case Management, Inc. Retirement Plan side-by-side with 3 peers →

Case Management, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Eastland Investments, Inc. 401(k) Plan in TX ($532K); by covered participants it is Melanson, P.C. 401(k) Plan in NH (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Case Management, Inc. Retirement Plan assets move in 2023? ▼
Case Management, Inc. Retirement Plan grew at a solid clip - up 8.9% during 2023, from $488K to $532K. Reported net income was $43K.
How have Case Management, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Case Management, Inc.'s sponsor-wide assets grew 8.9%, from $488K to $532K.
Where does Case Management, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Case Management, Inc. Retirement Plan ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Case Management, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eastland Investments, Inc. 401(k) Plan in TX ($532K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Case Management, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Melanson, P.C. 401(k) Plan in NH (92 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 621434530.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.